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iShares MSCI EAFE ETF

1,584 hedge funds and large institutions have $49.2B invested in iShares MSCI EAFE ETF in 2019 Q4 according to their latest regulatory filings, with 275 funds opening new positions, 566 increasing their positions, 555 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

344% more first-time investments, than exits

New positions opened: 275 | Existing positions closed: 62

14% more funds holding in top 10

Funds holding in top 10: 197224 (+27)

14% more funds holding

Funds holding: 1,3941,584 (+190)

7% more capital invested

Capital invested by funds: $45.8B → $49.2B (+$3.41B)

2% more repeat investments, than reductions

Existing positions increased: 566 | Existing positions reduced: 555

1.25% less ownership

Funds ownership: 77.46%76.21% (-1.3%)

63% less call options, than puts

Call options by funds: $3.8B | Put options by funds: $10.4B

Holders
1,584
Holders Change
+190
Holders Change %
+13.63%
% of All Funds
31.21%
Holding in Top 10
224
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+13.71%
% of All Funds
4.41%
New
275
Increased
566
Reduced
555
Closed
62
Calls
$3.8B
Puts
$10.4B
Net Calls
-$6.56B
Net Calls Change
-$1.38B
Name Holding Trade Value Shares
Change
Change in
Stake
HCA
1276
Horan Capital Advisors
Ohio
$373K
HA
1277
Harborview Advisors
Maine
$372K -$540 -8 -0.1%
Wealth Enhancement Advisory Services
1278
Wealth Enhancement Advisory Services
Minnesota
$372K +$116K +1,720 +47%
TWP
1279
TFO Wealth Partners
Ohio
$371K +$362K +5,354 New
BS
1280
Boenning & Scattergood
Pennsylvania
$369K +$359K +5,308 New
SCA
1281
Sage Capital Advisors
South Dakota
$368K -$4.39K -65 -1%
GC
1282
GFG Capital
Florida
$368K +$358K +5,295 New
OAM
1283
Occidental Asset Management
California
$365K
IWMA
1284
Ironwood Wealth Management (Arizona)
Arizona
$363K +$8.31K +123 +2%
AWM
1285
Apollon Wealth Management
South Carolina
$363K +$77.1K +1,141 +28%
LHC
1286
Little House Capital
Massachusetts
$360K -$143K -2,118 -29%
NFP
1287
Narus Financial Partners
Utah
$359K +$71.9K +1,064 +26%
CFA
1288
Carroll Financial Associates
North Carolina
$357K -$159K -2,356 -31%
IFWM
1289
Institute for Wealth Management
Colorado
$357K -$28.5K -422 -8%
PAIM
1290
Punch & Associates Investment Management
Minnesota
$355K -$69.2K -1,024 -17%
BJ
1291
Brouwer & Janachowski
California
$355K
FP
1292
Financial Perspectives
Minnesota
$352K +$343K +5,074 New
TFCP
1293
Twin Focus Capital Partners
Massachusetts
$352K
NA
1294
Nottingham Advisors
New York
$350K -$10.1K -150 -3%
IFA
1295
Interactive Financial Advisors
Illinois
$348K -$144K -2,139 -30%
SCI
1296
S&CO Inc
Massachusetts
$347K
CFIA
1297
Cantor Fitzgerald Investment Advisors
New York
$346K -$35K -518 -9%
Walleye Trading
1298
Walleye Trading
New York
$344K +$334K +4,947 New
HCP
1299
Holt Capital Partners
Texas
$342K +$20.3K +300 +6%
CWP
1300
Capital Wealth Planning
Florida
$341K +$45.5K +674 +16%

EFA Hedge Fund Activity: Q4 2019 in Review

1,584 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q4 2019, worth a combined $49.2B — up 7.5% from $45.8B a quarter earlier.

Buyers outnumbered sellers: 275 funds opened new EFA positions and 62 closed out — a net gain of 213 holders — while 566 added to existing stakes and 555 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $647M. The largest seller was Bank of America, cutting an estimated $316M.

  • 1,584 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q4 2019, up from 1,394 in Q3 2019.
  • Funds reported $49.2B of iShares MSCI EAFE ETF stock for Q4 2019, up 7.5% quarter-over-quarter.
  • 275 funds opened new iShares MSCI EAFE ETF positions in Q4 2019 and 62 closed out, a net change of +213 holders.
  • The largest iShares MSCI EAFE ETF buyer in Q4 2019 was Morgan Stanley, an estimated $647M added.
  • The largest iShares MSCI EAFE ETF seller in Q4 2019 was Bank of America, an estimated $316M sold.

Based on aggregated 13F filings for Q4 2019.